Senior technology judgment, without a full-time hire
We help owners and leadership teams make sound technology decisions, from choosing a CRM to planning a multi-year transformation.
Technology decisions are business decisions
Choosing systems, vendors and priorities affects cost, risk and how your people work for years. We translate between business and technology, compare your options honestly and turn the decision into a plan your team can carry out.
Problems we solve
- Too many disconnected tools
- Software collected over the years leads to duplicated data and wasted licenses. We rationalize it.
- Unclear technology priorities
- Everything feels urgent, and nothing gets finished. A roadmap sets the order and the reasons.
- No senior technology leader
- Fractional advisory gives you experienced guidance for the time you need.
- Difficult vendor decisions
- We define your requirements, compare the options and test vendor claims.
How we advise and implement
Digital transformation consulting
Changing how your business operates, in stages it can absorb.
Technology audits
An independent review of your systems, risks, costs and gaps.
Fractional CTO/CIO advisory
Part-time technology leadership for planning, teams and vendors.
Business systems implementation
Rolling out core platforms with training and adoption in mind.
CRM selection and implementation
Choosing, configuring and launching the right CRM for how you sell.
Vendor evaluation
Structured comparisons and support in negotiating with suppliers.
Process optimization
Simplifying a workflow before any technology is applied to it.
Technology roadmaps
A sequenced plan with priorities, budgets and dependencies.
Systems integration
Connecting your platforms so data flows between them.
Data reporting and analytics
Trusted reporting on the numbers you run the business by.
Operational efficiency improvements
Finding and removing delay, duplication and manual work.
What this makes possible
- Decisions backed by clear reasoning
- A single, prioritized plan
- Less spending on overlapping tools
- Advice from a partner who explains the tradeoffs
Where it applies
Choosing and rolling out a CRM
A sales team moves from spreadsheets to a system chosen for how it really sells.
A pre-growth technology review
Leadership gets a clear picture of its risks and limits before expanding.
Fractional leadership
A company without a CTO gets regular guidance on vendors, security, budgets and hiring.
How we approach it
We start by understanding your goals and how work really gets done. A plan that ignores your people and processes won't survive contact with them.
- Step 1
Listen
Learn your goals and hear from the people doing the work.
- Step 2
Gather
Review your systems, data, costs and contracts.
- Step 3
Recommend
Present clear options, tradeoffs and a preferred path.
- Step 4
Implement
Help carry out the plan, or support your team as it does.
Frequently asked questions
What does a fractional CTO or CIO do?
They provide senior technology leadership for part of the week or month. That can include strategy, vendor management, budgets, security priorities and guidance for your technical staff.
Do you favor particular vendors?
Our recommendations are based on your needs. If a commercial relationship with a vendor could ever affect a recommendation, we'll tell you.
How long does a technology audit take?
It depends on the size of your organization and how many systems you use. We'll agree on the scope and timing before starting.
Will you just hand us a report?
Only if that's what you want. Most clients want help carrying out the recommendations, and we can continue with implementation.
Related solutions
Good decisions need the whole picture
Strategy, software, infrastructure and growth work better as one plan.
See how the services connect